Understanding Today’s Financial Environment
Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717.774.7536.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tax preparation may be the perfect time to give the household budget a check-up.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.